An Overview of Your Portal
Welcome to Plannr!
When you first log into Plannr, you arrive at the Dashboard. This is your home screen and has shortcuts to many important sections of Plannr.
The left hand side there is a menu with shortcuts to each section that is accessible from any screen in Plannr.
On your Dashboard there are many features that give you information about your account.
Open Factfind Requests shows if there are any outstanding Factfind Requests for you to complete. Clicking on this will take you to the Requests page from the left hand side menu.
Total Documents Uploaded shows you the number of documents uploaded in the last 30 days. Clicking on this will take you to the Documents page from the left hand side menu.
Open Tasks indicates the tasks that still need completing and are currently assigned to you. Clicking on this will take you to the My Tasks page from the left hand side menu.
The next section shows you your Wealth Summary. Here you can see your total wealth along with a breakdown of each plan including a pie chart. Clicking here will take you to the My Wealth page from the left hand side menu.
Recent Conversations shows the most recent conversations you have been involved in. Clicking on this icon will take you to Conversations.
Financial Goals shows you your progress towards any financial goals you have. Clicking on this takes you to the Financial Goals section.
Lastly, there is your Adviser Info. Here you can see your adviser's name and email address, along with a button to start a conversation with them in Plannr.
When you first log into Plannr, you arrive at the Dashboard. This is your home screen and has shortcuts to many important sections of Plannr.
The left hand side there is a menu with shortcuts to each section that is accessible from any screen in Plannr.
Dashboard Features
On your Dashboard there are many features that give you information about your account.
Open Factfind Requests shows if there are any outstanding Factfind Requests for you to complete. Clicking on this will take you to the Requests page from the left hand side menu.
Total Documents Uploaded shows you the number of documents uploaded in the last 30 days. Clicking on this will take you to the Documents page from the left hand side menu.
Open Tasks indicates the tasks that still need completing and are currently assigned to you. Clicking on this will take you to the My Tasks page from the left hand side menu.
The next section shows you your Wealth Summary. Here you can see your total wealth along with a breakdown of each plan including a pie chart. Clicking here will take you to the My Wealth page from the left hand side menu.
Recent Conversations shows the most recent conversations you have been involved in. Clicking on this icon will take you to Conversations.
Financial Goals shows you your progress towards any financial goals you have. Clicking on this takes you to the Financial Goals section.
Lastly, there is your Adviser Info. Here you can see your adviser's name and email address, along with a button to start a conversation with them in Plannr.
Updated on: 09/10/2023
Thank you!